Admin – SFDC INSIGHTS

Compact Layouts in Salesforce: How to Create, Assign, and Use Them

Hi there, Compact Layouts in Salesforce are one of those features that quietly do a lot of work in the background. You may not notice them at first, but once…

Himanshu Pander January 12, 2026No Comments

Admin

List View Charts in Salesforce: How to Create, Customize, and Visualize Data

Hi there, List View Charts in Salesforce are a simple way to visualize records directly on an object page. They allow you to transform a filtered list of records into…

Himanshu Pander January 10, 2026No Comments

Admin

List Views in Salesforce: How to Create, Share, and Customize Them

Hi there, When working in Salesforce, List Views are one of the most commonly used features by admins and end users. They help users quickly filter, view, and manage records…

Himanshu Pander January 6, 2026No Comments

Admin

A Simple Guide to Dynamic Forms in Salesforce

Hi there! Today, let’s talk about something that genuinely makes our Salesforce life easier — Dynamic Forms. If your record pages ever felt long, messy, or full of fields nobody…

Himanshu Pander November 30, 2025No Comments

Admin

Understanding Page Layouts in Salesforce: A Complete Beginner Guide

Hi there. Page Layouts in Salesforce define what users see when they open a record. They control the arrangement of fields, sections, buttons, and related lists. In simple terms, a…

Himanshu Pander November 14, 2025No Comments

Admin

What are Record Types in Salesforce

In Salesforce, Record Types allow you to organize and customize records within the same object based on different business requirements. For example, the Account object might have Record Types such…

Himanshu Pander December 5, 2024No Comments

Admin

Getting Started with Salesforce Actions: A Simple Guide

Ever felt like you’re swimming in a sea of Salesforce features, wondering how to actually make things happen? Don’t worry, you’re not alone. That’s where Salesforce Actions come in—these little…

Himanshu Pander August 24, 2024No Comments

Admin

Mastering Roll-Up Summary Fields in Salesforce: The Complete Guide

Ever wonder how you can aggregate data from child records and display it neatly on a master record in Salesforce? Enter Roll-Up Summary Fields, the ultimate tool for summarizing data…

Himanshu Pander August 16, 2024No Comments

Admin

Unleashing the Magic of Cross-Object Formula Fields in Salesforce: A Complete Guide

Welcome, fellow Salesforce adventurers! Ever wished you could wave a magic wand and pull data from one object to another? Well, Cross Object Formula Fields are about as close to…

Himanshu Pander August 12, 2024No Comments

Admin

Salesforce Lookup Filters: The VIP Bouncers of Your Data Party

Hi there!Ever felt like your Salesforce data is crashing a party and mingling a bit too freely? It’s time to call in the VIP bouncers of your data relationships: Lookup…

Himanshu Pander August 11, 2024No Comments